Inheritance Tax
The latest news, updates and opinions on Inheritance Tax from the expert team here at MoneyWeek
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Three simple inheritance tax mistakes could cost your family £100,000s – are you missing out?About 3,700 more deaths resulted in inheritance tax in 2022-2023, according to the latest data from HMRC. But some families are paying more IHT than they need to because they are not taking advantage of valuable loopholes. We explain how.
By Laura Miller Last updated
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The UK regions with the highest proportion of homes above the inheritance tax thresholdHigh house prices are pushing more families into the inheritance tax trap across the country
By Marc Shoffman Published
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Pensioners ‘running down larger pots’ to avoid inheritance tax as rule change loomsChanges to inheritance tax (IHT) rules for unused pension pots from April 2027 could trigger an ‘exodus of large defined contribution pension pots’, as retirees spend their savings rather than leave their loved ones with an IHT bill.
By Laura Miller Published
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Do you face ‘double whammy’ inheritance tax blow? How to lessen the impactFrozen tax thresholds and pensions falling within the scope of inheritance tax will drag thousands more estates into losing their residence nil-rate band, analysis suggests
By Sam Walker Published
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Inheritance fights are on the rise – here’s why and what to do if it happens to youFamilies are increasingly disputing inheritances, as age-related and economic factors force a tussle over the last will and testament of loved ones. What should you do if you find yourself in the middle of a fight over money?
By Laura Miller Published
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Inheritance tax investigations chase 14,000 bereaved families for underpaymentHMRC investigated a third more families over inheritance tax bills in the three years to April 2025 following a government crackdown on underpayments.
By Laura Miller Published
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How to navigate the inheritance tax paperwork maze in nine clear stepsFamilies who cope best with inheritance tax (IHT) paperwork are those who plan ahead, say experts. We look at all documents you need to gather, regardless of whether you have an IHT bill to pay.
By Laura Miller Published
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Inheritance tax investigations net HMRC an extra £246m from bereaved familiesHMRC embarked on almost 4,000 probes into unpaid inheritance tax in the year to last April, new figures show, in an increasingly tough crackdown on families it thinks have tried to evade their full bill
By Laura Miller Published
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How Junior ISAs could help with inheritance tax planningLooming inheritance tax changes will limit how much pension wealth can be passed on but more people may be maxing out their loved ones’ JISA allowance instead
By Marc Shoffman Published
